4WEALTH ADVISORS, INC.'s ownership history for PTLO

4WEALTH ADVISORS, INC. currently holds 85.2K shares with a market value of $386.9K. It started holding PTLO on 2024-12-31. At its peak, it held 85.2K shares on 2025-12-31. Its highest holding value was $547.4K on 2025-09-30. At its lowest, it held 29.8K shares on 2024-12-31, with a value of $279.6K on 2024-12-31. In the recent 180 days, 4WEALTH ADVISORS, INC. has increased its shares by 43.0K. In the recent year, 4WEALTH ADVISORS, INC. has increased its shares by 55.5K.